Keith Wolfe is a registered investment advisor, based in Lumberton, TX, with 12 years of industry experience. Keith is also registered as a broker, so some compensation may come from commissions on products sold.
Location
155 Country Lane Dr, Ste 1, Lumberton, TX, 77657
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
May 2020Employment History
Current Registrations
State Farm Vp Management CORP.
June 2026 - Present · 4 mos
State Farm Vp Management CORP.Broker
June 2026 - Present · 4 mos
State Farm Investment Management CORP.
June 2026 - Present · 4 mos
Previous Registrations
State Farm Vp Management CORP.Broker
May 2022 - July 2025 · 3 yrs 2 mos
State Farm Vp Management CORP.Broker
December 2010 - May 2020 · 9 yrs 5 mos
State Registrations4 states
ARLAOKTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
More Advisors
- John Parker, CFPEdward Jones